MT
CFP
MT
CFP

Matthew Teel

21 Years of Experience
Cheshire, CT
BrokerSells Insurance

Matthew Teel is a CFP-designated registered investment advisor, based in Cheshire, CT, with 21 years of industry experience.

Location

Cheshire, CT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Matthew is a Senior Vice President at Barnum Financial Group, a Founder/Principal at Risk & Insurance Associates LLC, an IAR Rep at TLG Advisors Inc, and an independent insurance agent. He dedicates about half his time to Risk & Insurance Associates LLC and independent insurance agent activities, about 10-20% of his time to Barnum Financial Group, and a few hours per week to TLG Advisors Inc.

Employment History
Current Registrations
Tlg Advisors, INC.
June 2023 - Present · 2 yrs 11 mos
The Leaders Group, INC.Broker
June 2023 - Present · 2 yrs 11 mos
The Leaders Group, INC.
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
MML Investors Services, LLC
March 2017 - June 2023 · 6 yrs 3 mos
MML Investors Services, LLCBroker
March 2017 - June 2023 · 6 yrs 3 mos
New England SecuritiesBroker
October 2013 - January 2015 · 1 yr 3 mos
Msi Financial Services, INC.
November 2004 - March 2017 · 12 yrs 4 mos
Msi Financial Services, INC.Broker
November 2004 - March 2017 · 12 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
November 2004 - July 2007 · 2 yrs 8 mos
State Registrations11 states
CACTDCDEFLMANYORPAVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Matthew Teel - Financial Advisor | TrueAdvisor